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Cless Timothy Smith Ii

Pnc Wealth Management LLC

Cincinnati, OH

Florence, KY

CRD 6545616

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-06-30
IN RA APPROVED 2017-01-23
OH RA APPROVED 2017-01-20
  • KY RA
    APPROVED
    Since 2025-06-30
  • IN RA
    APPROVED
    Since 2017-01-23
  • OH RA
    APPROVED
    Since 2017-01-20

Branch Locations

9650 Colerain Avenue, Cincinnati, OH 45251 • United States

8810 Us Highway 42, Florence, KY 41042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Cincinnati OH 08/2015 05/2017
Pnc Bank Cincinnati OH 08/2015 05/2017
Pnc Investments, Llc Cincinnati OH 05/2017 03/2018
Pnc Investments Cincinnati OH 03/2018 06/2025
Pnc Investments, Llc Cincinnati OH 06/2025 Present
  • 08/2015 → 05/2017
    Pnc Investments
    Cincinnati, OH
  • 08/2015 → 05/2017
    Pnc Bank
    Cincinnati, OH
  • 05/2017 → 03/2018
    Pnc Investments, Llc
    Cincinnati, OH
  • 03/2018 → 06/2025
    Pnc Investments
    Cincinnati, OH
  • 06/2025 → Present
    Pnc Investments, Llc
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-04
  • S66 Uniform Combined State Law Examination
    2016-11-04
Other Names
  • Tim Smith
  • Cless Smith Ii
  • Cless Timothy Smith
  • Cless Timothy Smith Ii
  • Cless Timothy Smith Ii

View on SEC IAPD

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